Q: What is the reasonable counter-argument to using my 10% cash holding to buy ECN for the special dividend? It's a good company so I'm fine holding after to ride out any market volatility, and it doesn't seem to have any especially severe company risk compared to peers...
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i team, Any thing wrong with QR to cause a big drop. Thanks.
Q: So LNF is putting up growth numbers similar to a hi flying tech company and has a PE ratio of what 11?
Help me understand why it isn't north of $30. Is there anything in the Q report you could see holding it back? What is needed to raise its valuation?
Help me understand why it isn't north of $30. Is there anything in the Q report you could see holding it back? What is needed to raise its valuation?
Q: Thoughts on the quarter from Leon's. Do you like the special dividend or would you prefer to see the funds reinvested in growth or put towards a sustained quarterly dividend increase?
Q: Have received quite an extensive package of information in the mail from BHP Minerals. They want me to tender my shares of NOT. I only have 1000 shares but I am curious why they are going to such length & expense to get shares? Obviously they see value that I am not privy to. I have held for 10+ yrs and have mostly written them off. Should I sell or hold?
Q: Hi 5i,
Thanks for the great work. What’s your opinion on Upstart Holdings?
G
Thanks for the great work. What’s your opinion on Upstart Holdings?
G
Q: May I have your comments on their earnings please
Q: Your comments on the latest earning report of Lifeworks would be appreciated.Is it a sell on news situation since it's down more than $2.00.
Thanks
Dave
Thanks
Dave
- Wynn Resorts Limited (WYNN)
- Air Canada Voting and Variable Voting Shares (AC)
- Ichor Holdings (ICHR)
- Tronox Holdings plc (UK) (TROX)
- Ultra Clean Holdings Inc. (UCTT)
Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.
- DuPont de Nemours Inc. (DD)
- Air Canada Voting and Variable Voting Shares (AC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- Xebec Adsorption Inc. (XBC)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- MEDIFAST INC (MED)
- Stewart Information Services Corporation (STC)
- Pinterest Inc. Class A (PINS)
- Fiverr International Ltd. no par value (FVRR)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- C3.ai Inc. Class A (AI)
Q: Hello 5i,
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
Q: I wonder if you could comment on an article by Ian McGugan in the Wednesday August 11, 2021 Globe & Mail. Entitled “Investors in CP, CN should make sure they’re ready for a bumpy ride”, his piece points out a potential “nightmare scenario” in the battle for Kansas City Southern (KCS); namely, that if the CN offer is preferred by KCS shareholders, and if CN is granted the voting trust arrangement by the STB (Surface Transportation Board), BUT if ultimately the takeover is rejected by STB, then CN would need to dispose of their KCS shares (which CN paid a lot of money for) at “fire sale” prices. McGugan points out that the market cap of KCS has risen by some US$14 billion during this CP/CN takeover battle (which gives some idea of the potential price deflation); and given that CNR has an (approx.) market cap of US$80 billion, this implies a quite substantial hit to CN’s stock value, if this adverse scenario plays out. As a shareholder in CN (and CP as well), I wonder what your thoughts are on all of this.
Ted
Ted
Q: Good morning. At what price would you buy back into this stock - or would you move onto a different stock
Any suggestions will be appreciated
Thank you
Any suggestions will be appreciated
Thank you
Q: i do not ask many questions, i am a seasoned investor but ecn has me stumped.
hudson did an amazing deal-will close within 4.5 months from now and payout 7.50 a share to shareholders-the stock should be at 15-16, i saw the interview with hudson on bnn -he is a shrewd as they come-he said they will only do tuck in acquisitions for now because prices are to high.the market is valuing ecn like after deal closes the stock is worth 2.50 -is this the greatest opportunity to buy this stock or am i just wrong. dave
hudson did an amazing deal-will close within 4.5 months from now and payout 7.50 a share to shareholders-the stock should be at 15-16, i saw the interview with hudson on bnn -he is a shrewd as they come-he said they will only do tuck in acquisitions for now because prices are to high.the market is valuing ecn like after deal closes the stock is worth 2.50 -is this the greatest opportunity to buy this stock or am i just wrong. dave
Q: My 36 yr old daughter owns TD and WELL in her TFSA account. Would you recommend holding or selling the WELL? Also, could you please give me five CA ideas for new money in order of preference. THX.
Q: thoughts on the quarter? Thx
Q: In your last commentary on Freehold, you referred to it as "decent". Noting it is tied to a commodity over which they have little pricing control. Does their latest quarter (reported August 10th) as well as the 25% increase in the dividend change your thoughts ?
Q: What do you think about Mru.to quarter?
Q: What are your thoughts on earnings. Is it time to buy on this dip?
Q: Any particular reason for the steep losses suffered in this name of late?
Q: Can you comment on XBC results? Is it worth holding on to with today's drop?